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Daily Report

March 12, 2020 18:43

Stimulus fails to ignite the market, trades to new lows

Policy response day as we suggested this morning failed to deliver even a whimper for the bulls, if indeed there are any left! The market opened down around -100pts...

James Gerrish

Market Matters

March 12, 2020 18:43

Equities

March 12, 2020 16:23

High expectations despite tumbling markets

Those of us still attached to the antediluvian idea that the price you pay for a business has consequences for future returns have had an uncomfortable decade. Even in...

Martin Conlon

Schroders

March 12, 2020 16:23

Equities

March 12, 2020 14:57

The importance of a Competitive Advantage Period

Competitive Advantage Period is a key investment concept that is often overlooked by investors. In this article, our analyst Daniel Wu outlines how this concept can...

MOGL

Andrew Macken

Montaka Global Investments

March 12, 2020 14:57

Equities

March 12, 2020 14:03

Perpetual CEO talks Trillium

Perpetual recently announced the proposed acquisition of US-based ESG specialist Trillium Asset Management. The $54m deal plays to Perpetual’s heritage and track...

PPT

Nicolas Burgess

EL&C Baillieu

March 12, 2020 14:03

Fixed Income

March 12, 2020 13:15

Hybrids vs equities in a time of crisis

In this time of crisis, it is useful to reflect on some hard data on where we are today, where we have been in the past, and what that can tell us about the future. In...

Christopher Joye

Coolabah Capital

March 12, 2020 13:15

Macro

March 12, 2020 11:22

A collapse that was waiting to happen

Investors are facing a new reality. The longest bull market in history seems to be over. A double shock, triggered by a global pandemic and an oil price war, are...

Fidelity International

March 12, 2020 11:22

Fixed Income

March 12, 2020 10:39

High-yield in name only?

During February, global high-yield bonds and US investment-grade debt were trading at record low yields as the bond market’s prolonged bull run continued into...

Shan Kwee

Janus Henderson

March 12, 2020 10:39

Fixed Income

March 12, 2020 08:51

Recession risks are very real

Central banks have taken some significant steps against the impact of coronavirus recently, with the RBA having cut 25 points already and the Fed cutting 50 points...

PIMCO .

PIMCO

March 12, 2020 08:51

Macro

March 12, 2020 08:30

How COVID-19 has changed our outlook

At the beginning of this year when we wrote our outlook for 2020, we were more positive than most on the idea that the housing cycle was moving into full swing, which...

Chris Rands

Yarra Capital Management

March 12, 2020 08:30

Expert Insights

March 12, 2020 07:30

Think twice about who you chase for yield

One of the biggest concerns for Ronald Temple of Lazard Asset Management is that in the desperation to boost yield, investors may be taking risks that they do not...

Livewire Exclusive

Livewire Markets

March 12, 2020 07:30

Equities

March 12, 2020 07:30

Coronavirus exposing value in Asia

Figures for the coronavirus outbreak in China totalled 80,754 as of 9 March 2020. According to the National Health Commission there were...

Rahul Chadha

Mirae Asset Management

March 12, 2020 07:30

Investment Theme

March 12, 2020 06:30

Tracking the Coronavirus (COVID–19)

As growth equity investors, our day job usually involves tracking down great companies that can win in areas of strong structural change. However, as absolute return...

Nick Griffin

Munro Partners

March 12, 2020 06:30

Property

March 12, 2020 02:38

A Wile E Coyote moment for Aussie House Prices

For a few weeks in late January and early February, stock markets suspended belief. Pundits on every channel emerged, suggesting a small economic dip followed by a...

Damien Klassen

Nucleus Wealth

March 12, 2020 02:38

Daily Report

March 11, 2020 17:48

Biden firms as Democratic favourite, US Futures drag our market into the red (AMC, NCM)

US stocks traded higher overnight, the Dow Jones up by more than 1,000pts however that optimism failed to filter through locally today, the ASX officially hitting bear...

James Gerrish

Market Matters

March 11, 2020 17:48

The Rules of Investing

March 11, 2020 17:47

COVID-Crash special with Sam Sicilia and Martin Thompson

The ASX200 has collapsed by more than 20% in just three weeks since COVID-19 went global. When markets fall so far and fast, it induces a state of panic for many...

The Rules of Investing

Livewire Markets

March 11, 2020 17:47

Equities

March 11, 2020 16:59

Opportunities in the Coronacrisis

To live in interesting times!Peter Stevens joins us to talk about the market sell-off, how we're positioned, and interesting opportunities that we've found.Also,...

Michael Frazis

Frazis Capital

March 11, 2020 16:59

Equities

March 11, 2020 11:33

Anatomy of the fall (an update)

You are supposed to use a log scale on a share price chart if looking at charts over a long period of time. The basic explanation is that a log chart shows two...

Marcus Padley

Marcus Today

March 11, 2020 11:33

Expert Insights

March 11, 2020 09:34

Never let a good crisis go to waste

There is an old saying that you should “never let a good crisis go to waste”, the idea being that every crisis also brings the opportunity for a creative response. ...

Livewire Exclusive

Livewire Markets

March 11, 2020 09:34

Fixed Income

March 11, 2020 09:17

Income investing when yields collapse

Falling yields were already one of the biggest challenges facing retirees seeking investment income, but the dramatic impacts of COVID-19, which have seen bond yields...

Alex Cowie

March 11, 2020 09:17

Equities

March 11, 2020 09:08

What Happens when China sneezes…?

Global equity markets have seen some of the most precipitous declines ever over the past three weeks. The US is, for all intents and purposes, in bear market...

Adrian Warner

Avenir Capital

March 11, 2020 09:08

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Stimulus fails to ignite the market, trades to new lows

High expectations despite tumbling markets

The importance of a Competitive Advantage Period

Perpetual CEO talks Trillium

Hybrids vs equities in a time of crisis

A collapse that was waiting to happen

High-yield in name only?

Recession risks are very real

How COVID-19 has changed our outlook

Think twice about who you chase for yield

Coronavirus exposing value in Asia

Tracking the Coronavirus (COVID–19)

A Wile E Coyote moment for Aussie House Prices

Biden firms as Democratic favourite, US Futures drag our market into the red (AMC, NCM)

COVID-Crash special with Sam Sicilia and Martin Thompson

Opportunities in the Coronacrisis

Anatomy of the fall (an update)

Never let a good crisis go to waste

Income investing when yields collapse

What Happens when China sneezes…?